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- Upturn Summary
- Fund Details
Upturn AI Summary
Capital Group U.S. Small and Mid Cap ETF(CGMM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CGMM
11/06/2026: CGMM (2-star) is currently NOT-A-BUY. Pass it for now.
CGMM provides actively managed exposure to U.S. small- and mid-cap equities, utilizing Capital Group’s multi-manager research approach. Its core strength lies in professional fundamental analysis, which aims to outperform low-cost passive indices. While it carries the inherent market and volatility risks associated with smaller companies, it is well-suited for investors seeking active alpha within a growth-focused portfolio. Key factors to monitor include the fund's expense ratio relative to its performance and the broader economic climate impacting small-cap debt levels.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on identifying companies with strong long-term growth potential. |
| Momentum investor | Mixed fit | Active management may not always align with short-term momentum trends. |
| Value investor | Mixed fit | The fund seeks intrinsic value but is not strictly limited to a value-only mandate. |
| Dividend/Income investor | Weak fit | Small and mid-cap growth stocks typically prioritize reinvestment over dividend payouts. |
| Low-risk investor | Weak fit | Small and mid-cap equity exposure carries inherent market volatility unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Long-term investors who believe in the ability of professional management to outperform benchmarks in less efficient market segments.
Suitability
Best for long-term investors seeking to supplement a core portfolio with active, growth-oriented small- and mid-cap exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small and mid-cap stocks are historically more volatile than large-cap benchmarks. |
| Market risk | High | General market downturns significantly impact the performance of smaller companies. |
| Concentration | Medium | The portfolio may have significant sector or individual stock concentrations based on manager conviction. |
| Tracking/expense | Medium | Higher expense ratios compared to passive funds create a performance hurdle. |
| Liquidity | Medium | Smaller companies may have lower trading volume, complicating large exits. |
| Business/sector quality | Medium | The success of the fund depends on the managers' ability to identify quality firms in volatile sectors. |
Risk Analysis
Volatility
Exhibits higher volatility typical of the small and mid-cap asset class, sensitive to economic cycles.
Market Risk
Subject to significant drawdown risk during market contractions and liquidity tightening.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 60 | Small-cap stocks offer higher growth potential but generally carry higher volatility and risk profiles. |
| Market capitalization | U.S. Mid-Cap Equities | 35 | Mid-cap stocks serve as a balance between the growth of small-caps and the relative stability of large-caps. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Liquidity is maintained to facilitate daily redemptions and provide flexibility for opportunistic investing. |
Analysis of Past Performance
Type ETF | Historic Profit 22.35% | Avg. Invested days 90 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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